See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,695 | $109,881+79.9% | $150,045+31.8% | $84,808+133.1% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 13.48% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,361 | $3,561+50.5% | $4,693+14.2% | $2,631+103.8% |
| Participant deferral / active EE | $6,890 | $6,636+3.8% | $7,997-13.8% | $4,212+63.6% |
| Admin fee / account holder | $27,645 | $8,568+222.6% | $13,435+105.8% | $7,344+276.4% |